Financial Services Associate

Job Summary: Lincoln Financial Services is seeking a highly skilled Financial Services Representative to join our team. In this role, you will serve as the primary point of contact for individuals who have questions or concerns regarding their retirement plan. As a subject matter expert, you will educate them about the retirement plan using excellent...

Are you a driven CPA ready to lead and grow a thriving accounting practice? At BEAT Financial Services, we are seeking a highly skilled and client-focused Director of Tax and Accounting to join our team. This role will be essential in maintaining our high standards of client service and driving operational excellence.The ideal candidate will have a strong...

About the RoleWe are seeking a talented and driven individual to join our team as a Financial Services Associate. In this role, you will play a critical part in helping our clients achieve their long-term financial goals.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their financial needs and goals.Work closely with...

About the RoleWe are seeking a Financial Services Representative to join our team in providing excellent customer service and meeting sales goals.The ideal candidate will have strong communication and interpersonal skills, with the ability to work in a fast-paced environment. They will also be able to learn our products and services, and effectively...

Creative Financial Staffing, a 100% employee-owned company, is seeking an Account Manager to join our team in Indianapolis. This exciting role offers the opportunity to work with clients in various industries, building long-term relationships and driving sales growth.About the RoleAs an Account Manager at Creative Financial Staffing, you will be responsible...

About the RoleWe are seeking a highly motivated Marketing and Growth Associate to join our team at Advocate Financial Life & Health Brokerage LLC. As a key member of our sales team, you will be responsible for driving business growth through effective marketing strategies and sales activities.Salary: $60,000 - $80,000 per year, depending on experience.Key...

About the Role">We are seeking a skilled Customer Service Representative to join our team in Fort Wayne, IN. This role will provide exceptional customer service to individuals with questions or concerns regarding their retirement plan.You will serve as the primary point of contact, answering inbound calls, responding to emails, and providing accurate...

About the JobThis is an exciting opportunity to join Lincoln Financial Group's Retirement Plan Services team as a Customer Service Representative. In this role, you will be responsible for providing exceptional service to plan participants, answering their questions and resolving their concerns in a timely and professional manner.The ideal candidate will...

Job Description:We are seeking a highly skilled Financial Services Professional to join our team at Associated Tax Consultants Inc. The ideal candidate will have extensive experience in preparing and filing corporate, partnership, and individual income tax returns for both federal and state agencies.The successful candidate will be responsible for...

Job Summary: We are seeking a skilled Cashier and Service Associate to join our team at Fire Police City County FCU. As a key member of our staff, you will be responsible for providing exceptional customer service, processing transactions, and promoting credit union products.About the Role:In this role, you will work closely with members to address their...

Job DescriptionWe are seeking a skilled Customer Service Representative to join our team at Lincoln Financial Group. As a key member of our Retirement Plan Services business, you will provide exceptional service to plan participants, addressing their inquiries and concerns in a timely and professional manner.Your primary responsibilities will...

Join Our Team: Lincoln Financial Services is seeking a dedicated and detail-oriented Customer Service Specialist, Retirement Plans. As a key member of our team, you will be responsible for providing exceptional customer service to individuals with questions or concerns regarding their retirement plan. You will work closely with colleagues to resolve issues...

Job OverviewWe are seeking a highly skilled and motivated Branch Office Administrator to join our team. As a BOA, you will be an essential part of the client team, working closely with financial advisors to help clients achieve their long-term financial goals.About UsEdward Jones is a Fortune 500 company where people come first. We value individual...

About PNC Financial Services GroupPNC Financial Services Group is a leading financial institution that operates with a strong sense of purpose. We believe in creating value for our customers, communities, and shareholders while fostering an inclusive and accessible workplace culture.Role OverviewThis Part-Time Teller position will be based in Fort Wayne, IN...

Our OrganizationCreative Financial Staffing is a professional services entity committed to excellence and community partnership.Opportunity OverviewThis role offers a unique blend of professionalism and camaraderie, with a company that values team-building activities outside the office and provides unrivaled work-related perks. We are seeking an exceptional...

Advocate Financial Life & Health Brokerage LLC is committed to empowering independent healthcare agents to build successful businesses. As a Marketing Associate Position, you will play a vital role in driving business growth through targeted marketing strategies, developing strong client relationships, and collaborating with cross-functional teams to achieve...

**Job Overview:**Advocate Financial Life & Health Brokerage LLC is seeking a talented Growth Marketing Associate to join our team. As a key member of our sales team, you will play a critical role in driving business growth through innovative marketing strategies.Responsibilities:Design and implement targeted marketing campaigns to engage potential...

We are seeking an Associate Growth Marketer to join our team at Advocate Financial Life & Health Brokerage LLC. This is a full-time on-site role that involves driving business growth through strategic marketing initiatives, identifying new opportunities, and building strong relationships with existing clients.About the RoleThis position is ideal for a highly...

Financial Services ProfessionalWe are seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. With a passion for helping others achieve their financial goals, you will be equipped with the knowledge, skills, and financial strategies to succeed in this career. Our award-winning training program provides you with the...

Job Summary: Flagstar Bank is seeking a Financial Services Representative to join our team. As a Financial Services Representative, you will be responsible for delivering high-quality financial services to our customers and achieving growth targets through sales and customer acquisition.Key Responsibilities:* Deliver timely and accurate daily financial...